RHUMBLINE ADVISERS

Position in WHG — Westwood Holdings Group Inc

CIK 1115418 BOSTON, MA

Position in WHG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$116,262

+$22,911 QoQ

Shares Held

6,068

+7.1% QoQ

Ownership

0.064%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#41

of 70 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Financial Services · as of Jun 30, 2026

RHUMBLINE ADVISERS holds $1,251,655,813 across 51 Asset Management names. WHG ranks #44 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	238,231	$229,073,400
2	BX	Blackstone Inc.	1,242,310	$146,182,617
3	KKR	KKR & Co. Inc.	1,030,160	$94,548,084
4	STT	State Street Corp	535,176	$90,765,849
5	APO	Apollo Global Management, Inc.	708,271	$83,795,542
6	AMP	Ameriprise Financial Inc	179,457	$82,327,693
7	NTRS	Northern Trust Corp	329,707	$57,316,264
8	RJF	Raymond James Financial Inc	335,219	$50,963,344

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$116,262	6,068	+7.1%	Shares	Sole	2026-08-12
2026-03-31	$93,351	5,668	-1.7%	Shares	Sole	2026-05-12
2025-12-31	$99,215	5,765	-21.9%	Shares	Sole	2026-02-13
2025-09-30	$121,762	7,384	-21.8%	Shares	Sole	2025-11-06
2025-06-30	$147,264	9,440	+2147.6%	Shares	Sole	2025-08-12
2023-06-30	$5,208	420	-96.9%	Shares	Sole	2023-08-08
2021-03-31	$198,304	13,714	-1.9%	Shares	Sole	2021-05-06
2020-12-31	$202,768	13,984	+13.1%	Shares	Sole	2021-02-10
2020-09-30	$137,723	12,363	-11.9%	Shares	Sole	2020-11-12
2020-06-30	$221,082	14,037	+6.9%	Shares	Sole	2020-08-13
2020-03-31	$240,446	13,132	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.